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EquityELSSDirect · Growth

HDFC ELSS Tax saver - Growth Option - Direct Plan

HDFC · Scheme 119060

1,505.93 0.41%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
15.2%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI
Decent · 59/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Strong long-term record — 15.9% CAGR over 5 years.
  • Compounding well recently — 15.2% CAGR over 3 years.
  • 3Y CAGR: +15.2%
  • Positive 3Y windows: 92% of rolling 3Y windows positive

📉 What could drag it down

  • Down 1.9% over the last year — currently out of favour.
  • Can fall sharply — dropped 44% in its worst stretch. Stomach needed.
  • 1Y return: -1.9%
  • 1Y return vs category: -4.8% vs category avg

FundScore breakdown

59/100 · Decent
How it works →
60
Returns
Decent
59
Consistency
Decent
48
Risk-adjusted
Average
47
Downside protection
Average
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.